July 10, 2025
Director of Tax Services Sarah Gaymon, CPA, was recently quoted in an article in MarketWatch Wealth Advisor about changes to estate planning rules in the tax reform act.
“Even with the Megabill’s Higher $15 Million Exemption, Estate Tax Planners Won’t Be Out Of Jobs”
July 9, 2025
Director of Tax Services Christian Burgos, CMI, JD, LLM, was recently quoted in a Bankrate article about the SALT deduction cap expansion.
“SALT Deduction Cap Boosted To $40,000 – Here’s Who Stands To Get The Biggest Tax Break”
July 3, 2025
Director of Tax Services Sarah Gaymon, CPA, was quoted in a Marketwatch article about estate tax exemption in the tax reform bill.
“Even with the megabill’s higher $15 million estate tax exemption, estate planners won’t be out of jobs”
May 16, 2025
Director of Tax Services Mike Greenwald, CPA, was quoted in a Globe St. article about the battle over carried interest.
“Carried Interest Survives House But the Fight Is Not Over”
May 14, 2025
Director of Tax Services Michael Greenwald, CPA, was quoted in a US News and World Report article by Maryalene LaPonsie about the discussion around tax-free tips.
May 12, 2025
Director of Tax Services Magda Szabo, CPA, JD, LLM, was featured in a US News and World Report article by Maryalene LaPonsie about retiring abroad and Social Security considerations.
Retiring Abroad? What Expats Should Know about Social Security.
April 25, 2025
Director of Tax Services Sarah Gaymon, CPA, was featured in a MarketWatch article discussing the top money concerns that financial advisors are hearing from their clients.
14 Financial Pros Reveal the No. 1 Money Concern Their Clients Are Facing Now
April 11, 2025
Director of Tax Services Michael Brennan, CPA, was quoted in an article about the 2025 tax season in Accounting Today.
Tax season closes amid uncertainty over IRS, tax cuts
April 9, 2025
Director of Tax Services Michael Brennan, CPA, was interviewed by Lorena Nessi of CCN for an article about tax issues related to cryptocurrency holdings.
Crypto Tax 2025 – Michael Brennan on IRS Triggers, Loopholes and Tax-Saving Strategies
April 8, 2025
Director of Tax Services Sarah Gaymon, CPA, was quoted in a CBS MoneyWatch article about tax deductions that can help maximize savings.
Which tax deductions reduce your tax bill the most? Experts weigh in
April 3, 2025
Michael Brennan, CPA, tax advisor based in New York City, was featured in a MarketWatch article. He offered valuable insights to taxpayers regarding the recent changes affecting the IRS.
My grandmother is in her 70s and has $400K in stocks. Is now the time to offload them?
April 1, 2025
Director of Tax Services Michael Brennan, CPA, was quoted in this article in Financial Advisor Magazine.
Upheaval In D.C. Sows Confusion Among Taxpayers, Advisors Say.
April 1, 2025
Senior Manager of Tax Services Joseph Leocata, JD, CPA, MBA, was quoted in this CBS MoneyWatch article about IRS loan forgiveness programs.
“How to Qualify for IRS Tax Forgiveness”